14,931
Call summaries
2024-06-17
Momentum
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Turn every call into CRM data automatically.
Overview
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Momentum is a tool that seamlessly integrates artificial intelligence in the sales and customer success process. Leveraging AI, it creates summaries of every sales call, which are shared in Slack and automatically saved as a note in Salesforce.
Momentum is equipped with several key features such as AI call notes, MEDDIC Autopilot, Email Follow Ups, Contact Automation, and Ask Momentum. AI call notes capture information of every call making it a valuable tool for data capture.
Momentum's MEDDIC Autopilot syncs these insights to the CRM, facilitating instant data entry. The Email Follow Ups feature helps in sending appropriate messages, improving communication efficiency.
Momentum also assists with CRM hygiene by capturing past call data, enhancing data capture accuracy. The Ask Momentum feature allows users to ask questions about deals, offering quick responses to sales and customer success queries.
Additionally, it enables automated workflows and approval workflows, further easing the process. It offers special benefits to sales leaders and sales reps by increasing visibility to every deal and reducing time spent on administrative tasks respectively.
Through AI efficiency, the tool embeds AI in business processes, contributing to efficiency and accuracy in the workflow.
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Momentum was manually vetted by our editorial team and was first featured on March 9th 2023.
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Pros and Cons
Pros
Automates conversion of call into CRM data
Syncs to Salesforce automatically
Identifies potential risks
Integrates with Slack and Asana
Provides actionable insights
Keeps Salesforce updated with data
MEDDIC Autopilot feature
Email Follow Ups feature
Contact Automation feature
Ask Momentum feature
Enables automated and approval workflows
Increases visibility to every deal
Reduces time on administrative tasks
Improves communication efficiency
Captures past call data
Offers shareable summaries
Automatically saves notes in Salesforce
Improves CRM hygiene
Instant data entry
CRM Backfill feature
Slack Notifications feature
Deal + Account Rooms feature
Supports coaching scalability
Enables management of handoffs easily
Saves notes for every call
Instant data capture improvement
Supports manual admin saving
Builds approval workflows
Ideal for sales and customer success
Facilitates deal syncing in one place
Allows pipeline management from Slack
Highly recommended by senior directors
Improves accuracy of call summaries
Saves time on note-taking
Aids in identifying coaching opportunities
Features Ask Momentum for deal queries
Boosts rep performance with coaching
Supercharges productivity with automation
Promotes accurate decision-making with data hygiene
Improves data capture instantly
Automates MEDDPIC
Cons
Limited CRM integration
Only saves to Salesforce
Limited question query function
Only syncs with Slack
May miss nuanced information
Doesn't mention data security
No API for custom integration
Q&A
What is Momentum?
Momentum is an artificial intelligence-based tool that automates the conversion of every sales and customer call into CRM data. It provides AI-powered call summaries, field updates, and tasks which assist in saving time, identifying potential risks, and keeping track of call data. It has a wide range of features including AI call notes, MEDDIC Autopilot, Email Follow Ups, Contact Automation, and Ask Momentum that further enhance its efficiency.
How does Momentum work with CRM data?
Momentum works with CRM data by automatically converting every call into valuable CRM data. It captures the information of every call and syncs the insights to the CRM instantly through its MEDDIC Autopilot feature. Besides, it captures past call data, enhancing the accuracy of data capture and improving CRM hygiene. Momentum also offers CRM suggestions based on call details, keeping Salesforce updated with data insights.
How does Momentum extract important call information?
Momentum extracts important call information by utilizing artificial intelligence to create summaries of every sales call. These AI call notes capture critical information from every call, offering instant visibility and actionable insights. Moreover, AI signals share key data across GTM ensuring that vital information is widely available.
How can Momentum save time for sales managers?
Momentum saves time for sales managers by offering instant access to shareable summaries of every sales call. It enables sales managers to review every call in seconds right in Slack, which eliminates hours of call reviewing. Besides, with Momentum's automatic note capturing feature, sales managers can save hours each week as Momentum does the note-taking for them.
What AI does Momentum use to drive its functionalities?
Momentum uses open AI to drive its functionalities. This type of AI brings instant visibility and actionable insights to all calls, enhancing the efficiency and effectiveness of the tool. It empowers the creation of AI call notes and facilitates other features such as MEDDIC Autopilot, Email Follow Ups, and Contact Automation.
How does Momentum integrate with Salesforce?
Momentum integrates with Salesforce by automatically saving every call summary as a note in Salesforce. The tool's MEDDIC Autopilot feature syncs insights to the CRM, making sure that there's a note for each opportunity and account in Salesforce. Moreover, Momentum captures past Salesforce call data and updates Salesforce with data insights that suggest CRM actions based on call details.
Can Momentum be integrated with other tools like Slack and Asana?
Yes, Momentum can be integrated with other tools like Slack and Asana. It provides seamless connectivity features enabling users to connect tasks and next steps to these tools. For instance, shareable call summaries are created in Slack, offering easy access to critical information directly within the platform.
What recommendations have senior directors of revenue operations and heads of GTM operations given about Momentum?
Senior directors of revenue operations and heads of GTM operations have highly recommended Momentum. They have expressed high praise for the accuracy of the call summaries and the insights provided by the tool. Also, they appreciate how Momentum delivers customer insight and saves sellers a considerable amount of time.
What are AI call notes in Momentum?
AI Call Notes in Momentum are a feature that uses artificial intelligence to capture information from every call. This feature provides an efficient and accurate summary of every sales call, maintaining a record of every call, opportunity, and account. It's a valuable tool for data capture and contributes to Momentum's efficiency.
How does the MEDDIC Autopilot feature work within Momentum?
The MEDDIC Autopilot feature in Momentum works by syncing the key insights captured from every call to the CRM. Using artificial intelligence, it facilitates instant data entry, ensuring real-time updating and replenishing of CRM data. This feature aids in maintaining accurate, up-to-date records in the CRM, thereby improving efficiency and decision-making processes.
What does the Email Follow Ups feature do in Momentum?
The Email Follow Ups feature in Momentum assists in sending appropriate messages after calls. It aids in improving communication efficiency by crafting suitable follow-up messages based on the insights garnered from the call summaries provided by Momentum's AI capabilities.
What is the purpose of the Ask Momentum feature?
The purpose of the Ask Momentum feature is to allow users to ask questions about deals, providing quick responses to sales and customer success queries. This interactive feature promotes active engagement and communication between the tool and the user while offering valuable insights on demand.
How can Momentum help improve CRM hygiene?
Momentum can help improve CRM hygiene by capturing past call data, thus enhancing the accuracy of data capture. Its AI-driven features facilitate the automatic conversion of every call into CRM data. As a result, it maintains an accurate and up-to-date reflection of customer interaction data in the CRM, thereby improving CRM hygiene.
How does Momentum foster AI efficiency in business processes?
Momentum fosters AI efficiency in business processes by embedding AI in all its functionalities. It extracts and acts on key insights immediately, making the sales and customer success process significantly more efficient. Its AI features such as call notes, signals, and MEDDIC Autopilot help businesses to directly incorporate AI-driven data into their operations.
Could you explain the importance of Momentum's automated and approval workflows?
Momentum's automated and approval workflows play a crucial role in easing the process for users. Automated workflows make the business motions automated, thus saving time and enhancing productivity. On the other hand, approval workflows help in building business approval processes, thus streamlining decision-making and reducing manual intervention.
How does Momentum assist sales leaders and sales reps specifically?
Momentum assists sales leaders by increasing visibility to every deal. This helps the leadership make informed decisions based on comprehensive, real-time deal data. For sales reps, Momentum reduces the time spent on administrative tasks by automating note-taking and updating CRM data, thus allowing them to focus more on selling.
How does Momentum contribute to communication efficiency?
Momentum contributes to communication efficiency through its Email Follow Ups feature which helps in sending appropriate messages after calls. By creating succinct and accurate summaries of every sales call, Momentum ensures that the most significant call data can be shared efficiently among team members and, if necessary, clients.
What role does Momentum play in data capture and accuracy?
In the realm of data capture and accuracy, Momentum plays an instrumental role. Its AI Call Notes capture the most vital information from every call, producing precise summaries. This feature, along with the CRM Backfill, which captures past call data, enhances the accuracy of data capture. Momentum ensures that every piece of information recorded is accurate, timely and valuable.
How is Momentum enhancing coaching and discovery in a scalable manner?
Momentum enhances coaching and discovery in a scalable manner with its coaching and discovery feature. It enables the scaling of coaching efforts and boosts rep performance by identifying coaching opportunities from the summarized call data. This scalable means of coaching helps ensure that performance improvement measures are reliable, equitable and effective.
How can Momentum help manage customer success handoffs easier?
Momentum helps manage customer success handoffs easier by providing essential insights from every call. It also captures past call data to ensure that all relevant information about the customer's history is at hand. This makes the handoff process smoother and equips the customer success team with all the necessary data to handle the customer effectively.
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